LDLKX Mutual Fund

LDLKX Mutual Fund

NAV$3.79
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Returns Overview

1 Month
-0.64%
3 Months
-0.37%
6 Months
+0.16%
YTD
-0.48%
1 Year
+0.33%
3 Years (annualized)
+4.15%
5 Years (annualized)
+1.87%
10 Years (annualized)
+0.87%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would LDLKX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
ICE Bank of America Merrill Lynch 1-3 Year US Corporate Bond Index(^IBML3YUCB)
This Mutual Fund (YTD)
-0.48%
Peer Avg (YTD)
+0.50%
vs Peers
-0.98%

LDLKX Mutual Fund Performance

LDLKX performance across multiple time periods: 1-month -0.64%, YTD -0.48%, 1-year 0.33%, 3-year 4.15%, 5-year 1.87%, 10-year 0.87%.

LDLKX returns trail the peer average of 0.50% YTD. With an expense ratio of 0.64%, investors should weigh costs against performance when evaluating this mutual fund.

LDLKX vs another fund shows side-by-side returns. LDLKX alternatives are available in the Mutual Fund Screener.